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东软集团:关于收到汽车厂商定点通知的公告
(编辑 任世碧) 证券日报网讯 9月18日晚间,东软集团发布公告称,公司近日收到国内某知名大型汽车厂商(限于保密 条款,无法披露其具体名称,简称"汽车厂商")的定点通知,选择东软作为其指定供应商,为其供应智 能座舱域控制器。根据该汽车厂商的规划,上述产品将应用于其搭载高通8397平台的多款车型,预计自 2026年第四季度起陆续量产上市,预计生命周期约为4年;在上述车型生命周期内,预计公司将为其供 应智能座舱域控制器涉及总金额在56亿元人民币左右。 ...
长春一东:关于获得政府补助的公告
Zheng Quan Ri Bao· 2025-09-18 13:12
证券日报网讯 9月18日晚间,长春一东发布公告称,2025年9月17日,公司控股子公司长春一东汽车零 部件制造有限责任公司收到与收益相关的政府补助资金2,850,000.00元。 (文章来源:证券日报) ...
常州武高新!投资超15亿!
Yang Zi Wan Bao Wang· 2025-09-18 12:59
Group 1 - Changzhou Bojun Automotive Parts Co., Ltd. plans to invest over 1.5 billion yuan in a new automotive lightweight parts R&D and production base, which is expected to generate an annual sales revenue of 3.3 billion yuan upon full production [1][2] - The company has established a strong reputation in the precision automotive parts and mold manufacturing sector, becoming a key supplier for well-known automotive brands such as Li Auto, BYD, Geely, Seres, and Xpeng [1][2] - The first phase of the project, covering 92.7 acres with a total investment of 500 million yuan, was completed in September 2022 and achieved a sales revenue of 1.237 billion yuan in 2023 [2] Group 2 - The second phase of the project has a total investment of 1 billion yuan, with construction nearing completion and equipment installation underway, expected to generate over 1.6 billion yuan in annual sales revenue upon reaching full capacity [2] - The third phase of the project is anticipated to contribute an additional 1.7 billion yuan in annual sales revenue, further enhancing the company's competitive edge in the industry [2] - The Wujin High-tech Zone has attracted over 50 large-scale enterprises in the new energy vehicle and parts sectors, supporting the development of a comprehensive ecosystem for the new energy vehicle industry [3]
上交所:依规对天普股份相关投资者采取暂停账户交易等措施
Bei Jing Shang Bao· 2025-09-18 12:53
北京商报讯(记者马换换王蔓蕾)9月18日晚间,据上交所官方微博消息,天普股份(605255)近期多次 出现异常波动情形,公司已多次发布风险提示公告,提请广大投资者审慎投资,注意投资风险。部分投 资者在交易该股过程中存在影响市场正常交易秩序、误导投资者交易决策的异常交易行为,上交所依规 对相关投资者采取了暂停账户交易等自律监管措施。 上交所再次提醒投资者关注风险,审慎参与,合规交易。 交易行情显示,8月22日—9月18日这12个交易日内,天普股份股价接连斩获12个涨停板,按不复权方式 统计,公司股价区间累计涨幅达213.81%。 ...
605255,12个“一”字涨停板,上交所出手提醒风险
Di Yi Cai Jing· 2025-09-18 12:53
Group 1 - The core issue is the abnormal trading behavior of Tianpu Co., which has led to significant stock price fluctuations and prompted the Shanghai Stock Exchange to issue multiple risk warnings to investors [1][4]. - Tianpu Co. has experienced a substantial short-term stock price increase, with a reported price of 83.60 yuan per share, marking a 12-day consecutive limit-up [2]. - The company has acknowledged that its stock price has deviated significantly from its fundamental value, indicating a potential risk of rapid decline in the future [4]. Group 2 - Tianpu Co. has disclosed that the acquisition plan by Zhonghao Xinying does not involve any asset injection, and the existing capital securitization path of Zhonghao Xinying is unrelated to the acquisition of the listed company [5]. - There is uncertainty regarding the change of control of the company, which adds to the overall risk profile of the investment [5].
上交所提示审慎投资天普股份,部分账户被暂停交易
Cai Jing Wang· 2025-09-18 12:32
#上交所提示审慎投资天普股份#【上交所:天普股份近期多次出现异常波动情形 提请广大投资者审慎 投资】据上交所发布微博,天普股份近期多次出现异常波动情形,公司已多次发布风险提示公告,提请 广大投资者审慎投资,注意投资风险。部分投资者在交易该股过程中存在影响市场正常交易秩序、误导 投资者交易决策的异常交易行为,上交所依规对相关投资者采取了暂停账户交易等自律监管措施。上交 所再次提醒投资者关注风险,审慎参与,合规交易。(人民财讯) ...
雷迪克:拟向76人授予限制性股票110.5万股
Mei Ri Jing Ji Xin Wen· 2025-09-18 12:15
每经AI快讯,雷迪克9月18日晚间发布公告称,本激励计划首次授予的激励对象总人数为76人,采用的 激励工具为第二类限制性股票,拟授予的限制性股票来源为雷迪克向激励对象定向发行的公司A股普通 股股票;拟授予的股票数量为110.5万股,占激励计划草案公告日公司股本总数约1.33亿股的0.83%;本 次限制性股票的授予价格为每股30.73元,即满足授予条件和归属条件后,激励对象可以每股30.73元的 价格购买公司向激励对象增发的普通股股票,有效期自限制性股票股权授予之日起至激励对象获授的限 制性股票全部归属或作废失效之日止,最长不超过48个月。 (记者 曾健辉) 每经头条(nbdtoutiao)——"25基点太少,50基点太多":美联储降息"走钢丝","特朗普代言人"投下唯 一反对票 ...
半年报总结;敏实、明新旭腾新业务布局更新,科博达业绩预测更新;福达、隆盛、保隆更新推荐;江淮汽车:一周一刻钟,大事快评(W124)
Investment Rating - The report suggests a focus on domestic strong alpha manufacturers such as BYD, Geely, and Xpeng, as well as companies involved in intelligent trends like Jianghuai Automobile and Seres, recommending companies like Li Auto, Kobot, Desay SV, and Jingwei Hengrun [2][3] Core Views - The automotive industry shows significant differentiation in mid-term reports, with the complete vehicle sector facing profit pressure due to intensified competition, while the parts sector exhibits positive signals driven by new business initiatives [3][4] - Investment should continue to focus on two main lines: technology (mainly intelligentization and robotics) and overseas expansion [3][4] Summary by Relevant Sections 1. Half-Year Report Summary - The automotive industry is experiencing notable differentiation in performance, with the complete vehicle sector under pressure from competition, while the parts sector shows positive signals due to new business initiatives [3] 2. Company Updates - **Sensata Group**: Actively expanding into robotics, low-altitude economy, and liquid cooling, with a dedicated team of 60-80 people [4] - **Kobot**: Expected to achieve revenue of 11-11.5 billion yuan and net profit of 1.45-1.5 billion yuan in the coming year, with strong growth potential in domain control [6] - **Fuda Co., Ltd.**: Recognized for its mature production processes in robotics, with a dual layout in screw and cycloidal gear reducers [7] - **Longsheng Technology**: Anticipates a turning point in the second half of the year, with significant value per vehicle for the Seres M7 [8] - **Baolong Technology**: Transitioning from automotive sensors to robotics, with a projected turning point in the third quarter [8] - **Jianghuai Automobile**: Transitioning to high-end intelligent vehicles, with projected revenue of 42.2 billion yuan in 2024 and a significant improvement in profitability expected with the launch of the high-end model [9][10] 3. Investment Recommendations - Focus on domestic strong alpha manufacturers and companies with strong performance growth, robotics layout, or overseas expansion capabilities [2][3] - Recommended companies include Fuyou Glass, New Spring Co., Ltd., Fuda Co., Ltd., and others, with a focus on Sensata Group and Top Group [2][3]
三花智控“分羹”人形机器人资本盛宴,张道才家族坐收“渔利”
Core Viewpoint - The surge in the stock price of Sanhua Intelligent Control is attributed to the booming humanoid robot sector, with the company becoming a "star stock" in the capital market, reaching a market capitalization of 191.7 billion yuan [1][2]. Stock Performance - On September 18, Sanhua Intelligent Control's stock hit a record high of 46.09 yuan per share, closing at 45.55 yuan, marking an 8.71% increase [1][2]. - The stock has seen a cumulative increase of 72.21% since August and 95.83% since the beginning of 2025 [2]. - The Hong Kong stock also experienced a significant rise, with a peak increase of over 13%, closing at 40.92 HKD, and a market cap of 172.2 billion HKD [2]. Industry Context - The recent surge in the humanoid robot industry is linked to multiple positive developments, including Elon Musk's significant investment in Tesla and the company's ambitious goal of delivering 1 million humanoid robots within ten years [3]. - Tesla's "Master Plan 4" emphasizes AI and robotics, indicating a strong commitment to the humanoid robot sector, which has sparked investor enthusiasm across the market [3]. Company Background - Sanhua Intelligent Control has a history of diversification, initially starting with air conditioning and automotive components, and has recently ventured into humanoid robotics [4][9]. - The company has established a joint venture focused on harmonic reducers and plans to invest at least 5 billion yuan in a new robotics research and production facility [4]. Financial Performance - For the first half of 2025, Sanhua Intelligent Control reported revenues of 16.263 billion yuan, a year-on-year increase of 18.91%, with a net profit of 2.11 billion yuan, up 39.31% [12]. - The company's revenue from its refrigeration business accounted for 63.88% of total revenue, while the automotive parts segment contributed 36.12% [9][12]. Shareholder Composition - A significant number of funds hold shares in Sanhua Intelligent Control, with 838 funds collectively owning 460 million shares valued at 12.155 billion yuan [5][4]. Leadership Transition - The management of Sanhua Intelligent Control has transitioned from Zhang Daocai to his son Zhang Yabo, who has been involved in the company for many years and has taken on leadership roles since 2012 [10][11].
亚太股份:未来公司将不断扩大市场覆盖面
Zheng Quan Ri Bao Wang· 2025-09-18 11:46
Core Viewpoint - The company aims to expand its market coverage and develop a global procurement platform for joint venture brands while promoting various new products, including automotive electronic systems [1] Group 1 - The company plans to gradually achieve horizontal and vertical market expansion for mainstream independent brands [1] - The company will accelerate the market promotion and application of various new products [1] - The company intends to strive for more project opportunities [1]